Daniel: Whittier tutor

Certified Tutor

I possess a deep understanding of international trade and economic issues, coupled with strong leadership and communication skills. I have a proven track record of working within a diplomatic mission, supporting senior civil servants in developing and implementing policies and programs that boost trade and investment.

As the Founder of Envoy West, I specialize in U.S market entry strategies, go-to-market planning, and business development for technology companies. I have successfully completed over 40 market entry projects, helping clients navigate the complexities of the U.S. market. My expertise lies in identifying prospective clients and partnerships, and providing strategic leadership and direction. I also have experience working on private placements with US-based family offices through my affiliation with Crestmont Investments.

Prior to Envoy West, I served as the Capital Investment Director at the Department for International Trade in Washington, D.C. I led a high-performing team responsible for delivering significant growth capital and real asset sales. My role involved full sales cycle management for investment attraction and export promotion, collaborating with various departments and agencies to champion UK trade interests.

My experience also includes serving as Vice Consul for the Department for International Trade, where I consistently exceeded trade quotas and facilitated significant trade contracts for British companies. I have extensive experience in preparing reports, presentations, and briefing documents to effectively communicate the impact of trade and investment policies.

I am adept at coordinating and attending high-level meetings and trade negotiations with foreign governments. I have also trained and mentored junior officers and staff members, and actively engaged in public speaking engagements to deliver key government messages.

My qualifications include FINRA Series licenses (Series 63, Series 82, Securities Industry Essentials), a Certified Project Management Professional certification, and a Certified Investor Relations Professional certification. I am also a Qualified Family Office Practitioner and have completed training in Economics for Foreign Policy and Machine Learning for Artificial Intelligence.

I am confident that my skills and experience make me a valuable asset to any student seeking to enter the financial services industry.